Demo

Insurance Support Specialist - In Office

Schwan Financial Group
Aberdeen, SD Full Time
POSTED ON 2/26/2025
AVAILABLE BEFORE 5/23/2025

Job Description

Job Description

Job Title : Insurance Support Specialist

Location : Aberdeen, SD

IN OFFICE POSITION

Job Type : Full-Time

Introduction : We are seeking an insurance support specialist who is highly detail-oriented, organized, and proficient in Microsoft Office products. The ideal candidate will be comfortable working with CRM software such as Salesforce and will play a key role in providing exceptional client support while maintaining accurate records and efficient workflows. This position requires a customer-focused individual who thrives in a fast-paced environment and can manage multiple tasks simultaneously.

Key Responsibilities :

  • Serve as a primary point of contact for clients, offering administrative support and troubleshooting assistance through email, phone, or chat.
  • Maintain and update client records in Salesforce CRM, ensuring all information is accurate, timely, and organized.
  • Assist clients with inquiries regarding account management, billing, services, and technical issues, providing clear and thorough solutions.
  • Manage administrative tasks including data entry, document management, and processing client requests.
  • Coordinate with other departments (Risk Management, Portfolio, Tax, Planning) to resolve complex client issues and ensure a seamless client experience.
  • Assist with onboarding new clients.
  • High level communication with insurance carriers and insurance brokerage companies.
  • Proactively identify opportunities to improve client processes, increasing satisfaction and reducing issues.

Qualifications :

  • Proven experience in client support, administrative roles, or a related field.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook.
  • Comfortable using and navigating Salesforce or similar CRM platforms for client data management and reporting.
  • Strong attention to detail and organizational skills with the ability to manage multiple tasks efficiently.
  • Excellent written and verbal communication skills.
  • Ability to troubleshoot basic client issues and escalate complex problems to appropriate teams.
  • Strong analytical skills and the ability to generate and interpret reports.
  • Ability to work independently and as part of a team in a collaborative environment.
  • Preferred Skills :

  • Prior experience in an administrative support role within financial services or insurance industry.
  • Familiarity with data security and privacy standards.
  • Ability to learn new software and tools quickly.
  • Why Join Us :

  • Competitive salary and benefits package.
  • Career development opportunities and training programs.
  • A collaborative and supportive work environment.
  • Flexibility in work hours
  • An inclusive culture that values innovation and continuous improvement.
  • How to Apply : If you are a highly detail-oriented professional with a strong background in client administration and support, we would love to hear from you! Please submit your resume along with a cover letter highlighting your relevant experience and proficiency in Microsoft products and CRM systems.

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